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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $460,977 | $60,139+666.5% | $90,461+409.6% | $79,856+477.3% |
| Participation rate | 2.9% | 65.0%-62.1pp | 72.7%-69.8pp | 69.6%-66.8pp |
| Annual return | 18.76% | 71.96%-53.2pp | 1294.76%-1276.0pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |